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Share Name Share Symbol Market Type Share ISIN Share Description
Inmarsat Plc LSE:ISAT London Ordinary Share GB00B09LSH68 ORD EUR0.0005
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.90p -0.48% 395.70p 395.50p 396.30p 401.10p 392.20p 400.40p 1,194,673 16:29:55
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 1,036.7 170.1 29.6 12.7 1,830.58

Inmarsat Share Discussion Threads

Showing 3526 to 3550 of 3825 messages
Chat Pages: 153  152  151  150  149  148  147  146  145  144  143  142  Older
DateSubjectAuthorDiscuss
25/6/2018
14:08
TomG2325 Jun '18 - 14:57 - 3545 of 3546 0 1 0 Potential rival bid from eutelsat Link perchance?
argylerich
25/6/2018
13:58
Many congrats folks, must have been a very big challenge to keep the faith. Aleman, thought you had this wrong have to admit. You have a great knack of seeing value which sometimes alludes others, as demonstrated by your record over the years on ADVFN. Well done.
essentialinvestor
25/6/2018
13:57
Potential rival bid from eutelsat
tomg23
25/6/2018
13:45
Another move, anyone picked up why yet?
argylerich
25/6/2018
11:06
I tend to agree with you, Steeplejack, and unless a rival bidder appears on the scene before the 6 July I'd expect an uplifted offer by Echostar but below the £7 but all IMHO.
ptgint
25/6/2018
07:33
No news but dips being bought. Someone accumulating?
samdb
23/6/2018
18:20
ISAT is a capital intensive business with very good growth prospects pity that the uk seems to dislike this kind of investment. Maybe better if the Americans run it and rack up charges for users.
wskill
23/6/2018
11:54
Presumably, if they think its so cheap, they can go hostile (which it appears they have begun) and just buy in the market, good luck to them, but that would drive the price over £10 on its own would guess.Buying the debt is clever and puts pressure on the board to sort this out quickly...
zcaprd7
22/6/2018
19:07
Echostar have also bought 10% of the convertible bonds which again supports the narrative that they are serious abour this (at the right price!)
the original goldbug
22/6/2018
16:40
What we need is a bidding war.
steeplejack
22/6/2018
16:27
I think your thoughts are not that wide of the mark.Echostar shareholders will demand that the company doesn’t overpay for ISAT and,understandably,the starting consideration is how the market values Inmarsat .You can’t pretend that the price never fell to the mid 300s but a couple of months back.Rightly or wrongly,at that point in the company’s history,the stockmarket had a very low opinion of ISATs worth.(Helped of course by an almost incomprehensible dividend policy).Is Echostar simply to ignore the recent valuation placed upon Inmarsat and now pay ten pounds a share,getting on for near three times the recent years low?If I was an Echostar shareholder I’d be asking a lot of questions if that occurred.The Echostar management will wish to get the best deal they can.If they can get ISAT for seven quid (twice the recent low) then they’ll offer just that and they’ll be a lot of funds who will be more than grateful to receive a price double the low earlier in the year.That’s City short term thinking for you.
steeplejack
22/6/2018
16:12
But, on the other hand , no other bid may materialise , EchoStar decide not to pursue , and we are back where we started in terms of fundamentals. Like most holders I will sit back and wait and be prepared to curse .
wad collector
22/6/2018
14:57
Id agree gold bug...the floor is set around 550....so id expect it will saty here - even without echo start bidding...but i think its going to get bought out at around 10-12£ myself
gambo555
22/6/2018
14:20
I hope so Gambo and I think today’s news certainly reduces the risk of holding, so in a way there is a degree of free optionality attached to the share at the current price.
the original goldbug
22/6/2018
14:18
id agree - plus a bit more....personally i think well see 8-9 a share plus another bidder. So i think 11-12 take out bid. Based on sign off for ligado.....once its up for sale - which it is - a few will want this company. I held for a year and sold on the 8th (silly Boy) taking a loss....however thought trading that day was looking strange...DOH Anyway I boughT back at 5.11 on Monday 11th and still believe they will make the year high plus 20-30%...so 10-11. I believed that when I bought them...Maybe echostar was shorting the stock for the pat several months to get the price down!??
gambo555
22/6/2018
14:03
Echostar will be very hard pressed to get shareholders to accept a price much under its 52 week high.
argylerich
22/6/2018
14:03
Giles Thorne, a satellite equity analyst at Jefferies, had a slightly different take on the events of Friday. In a research note published today, he said the EchoStar bid for Inmarsat is not about sector consolidation but rather about spectrum. “We think Dish is looking for negotiating leverage following news that Ligado could be on the cusp of finally getting its license modification reinstated,” he said. “If we’re wrong, Inmarsat shareholders could hold out for as much as 11 pounds per share. If we’re right, they should be pushing for something even higher. This is only the beginning, in our view.”
gambo555
22/6/2018
13:45
If they offer 7£.....and they have paid 550p already. IT WILL NOT be accepted OMHO. As Inmarsat board said....the previouse offer (around 5-550P) "very significantly undervalued" the shares in the company. And all analyst predict around 10£ maybe 11£ then more if other bidders come in. "In a note to clients, Canadian bank RBC upped its price target for the FTSE 250-telecoms company to 850p from 725p, saying: “We estimate Inmarsat's spectrum is worth c.£10 per share, split European S-band (£3.25), US L-band (£5.00), Global Lband (£1.55). Spectrum is extremely important to Echostar and its sister company DISH (both controlled by Charlie Ergen).”
gambo555
22/6/2018
13:25
So Gambo, what happens if Echostar is the only bidder and they only offer £7?
the original goldbug
22/6/2018
13:16
in your dreams.............. echostar is buying at£550p+...........its currently around £6. how on earth do you think they will get it for 7£?? id say minimum is 9.....no one is gonna sell at lesss than 50% premium from this point...pleeease!
gambo555
22/6/2018
13:16
in your dreams.............. echostar is buying at£550p+...........its currently around £6. how on earth do you think they will get it for 7£?? id say minimum is 9.....no one is gonna sell at lesss than 50% premium from this point...pleeease!
gambo555
22/6/2018
13:02
Interesting for sure. I still think thwy will get it at about £7 unless another serious player enters the arena.
the original goldbug
22/6/2018
12:37
Hi 7ran5ac710n, On the crest, thanks ! Some thoughts : - if EchoStar intend to bid, they've now set a floor of GBP 5.568; - they may just want a 'strategic stake' in a rival; - they may want to flush out other bidders....and force them to pay 'over the odds', making a useful capital gain AND forcing a rival to 'overpay'. Can't do the share price any harm, whichever way I look at it..... ATB
extrader
22/6/2018
11:51
I do like the drama of a possible bid scenario ; much more interesting than a calm RNS of an agreed takeover! A 3% position is a statement of intent whilst not enough to risk a big loss if it falls through.
wad collector
22/6/2018
11:25
Hey Extrader, you still riding the wave? Some serious gains today :)
7ran5ac710n
Chat Pages: 153  152  151  150  149  148  147  146  145  144  143  142  Older
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